Purchases and Sales Made in Q1 2025 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q1 2025. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.65% |
$3.54K - $4.28K
|
1.24K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8+ 0.17% |
$3.54K - $4.28K
|
4.8K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8+ 0.4% |
$3.54K - $4.28K
|
2.02K
$980K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.46% |
$3.54K - $4.28K
|
1.75K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
8+ 0.08% |
$3.54K - $4.28K
|
9.99K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8+ 0.51% |
$3.54K - $4.28K
|
1.58K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
8+ 1.33% |
$3.54K - $4.28K
|
608
$295K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
8+ 0.56% |
$3.54K - $4.28K
|
1.44K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 1.09% |
$3.1K - $3.74K
|
647
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7+ 0.39% |
$3.1K - $3.74K
|
1.79K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
7+ 0.48% |
$3.1K - $3.74K
|
1.46K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.01% |
$3.1K - $3.74K
|
48.9K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.23% |
$3.1K - $3.74K
|
3.08K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
7+ 0.05% |
$3.1K - $3.74K
|
12.9K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7+ 1.05% |
$3.1K - $3.74K
|
673
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.63% |
$2.66K - $3.21K
|
962
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$2.66K - $3.21K
|
2.58K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6+ 0.14% |
$2.66K - $3.21K
|
4.19K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.11% |
$2.66K - $3.21K
|
5.63K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6+ 0.5% |
$2.66K - $3.21K
|
1.21K
$589K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6+ 0.65% |
$2.66K - $3.21K
|
935
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$2.21K - $2.67K
|
5.74K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5+ 0.32% |
$2.21K - $2.67K
|
1.56K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 0.05% |
$2.21K - $2.67K
|
10.6K
$5.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$2.21K - $2.67K
|
12.8K
$6.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5+ 0.72% |
$2.21K - $2.67K
|
701
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5+ 0.46% |
$2.21K - $2.67K
|
1.09K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.44% |
$2.21K - $2.67K
|
1.14K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5+ 0.14% |
$2.21K - $2.67K
|
3.6K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.27% |
$2.21K - $2.67K
|
1.85K
$897K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$2.21K - $2.67K
|
2.02K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5+ 0.17% |
$2.21K - $2.67K
|
2.98K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5+ 0.09% |
$2.21K - $2.67K
|
5.69K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 0.32% |
$2.21K - $2.67K
|
1.58K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$2.21K - $2.67K
|
2.04K
$991K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 7.14% |
$2.21K - $2.67K
|
75
$36.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.22% |
$1.77K - $2.14K
|
1.86K
$903K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.56% |
$1.77K - $2.14K
|
724
$351K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.16% |
$1.77K - $2.14K
|
2.53K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
4+ 0.06% |
$1.77K - $2.14K
|
6.4K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.77K - $2.14K
|
3.27K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.41% |
$1.77K - $2.14K
|
985
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3+ 0.27% |
$1.33K - $1.6K
|
1.14K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.16% |
$1.33K - $1.6K
|
1.86K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3+ 0.32% |
$1.33K - $1.6K
|
943
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
3+ 0.42% |
$1.33K - $1.6K
|
710
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$1.33K - $1.6K
|
5.12K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$1.33K - $1.6K
|
2.97K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3+ 0.24% |
$1.33K - $1.6K
|
1.28K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3+ 0.09% |
$1.33K - $1.6K
|
3.38K
$1.64M
|